| Beck Bode LLC | Dedham | $666.4M | — |
| Alta Wealth Advisors LLC | Woburn | $664.6M | — |
| Asset Strategy Advisors, LLC | Wayland | $649.3M | — |
| Boston Standard Wealth Management, LLC | Winchester | $647.6M | — |
| Single Point Partners, LLC | Boston | $641.3M | — |
| Timber Creek Capital Management, LLC | Boston | $636.8M | — |
| Rose Park Advisors, LLC | Boston | $629.9M | 7 |
| Capshift Advisors, LLC | West Newton | $628M | — |
| Sandia Investment Managment LP | Boston | $625.4M | — |
| Riverview Capital Advisers LLC | Boston | $624.1M | — |
| Kelly Financial Services LLC | Braintree | $623.6M | — |
| Turas Capital Management LP | Boston | $613.5M | 1 |
| Strengthening Families & Communities, LLC | Boston | $610M | — |
| Callodine Credit Management, LLC | Boston | $603M | 2 |
| Napier Financial, LLC | Braintree | $587.9M | — |
| Tensor Edge Capital, LLC | Boston | $584.8M | 1 |
| 424 Capital, LLC | Wakefield | $584.5M | 9 |
| Wave Equity Partners LLC | Boston | $563.8M | 17 |
| Empirical Asset Management, LLC | Wellesley | $560M | 1 |
| O'Rourke & Company, Incorporated | Boston | $555.1M | — |
| May Hill Capital, LLC | Cohasset | $548.6M | — |
| Range Rock Capital LLC | Wellesley | $548.3M | — |
| Byrne Financial Freedom, LLC | Franklin | $546.4M | — |
| Gray Private Wealth, LLC | Canton | $540.7M | — |
| Harbourvest Registered Advisers L.P. | Boston | $538.7M | — |
| Bright Rock Capital Management LLC | Hanover | $536M | — |
| Peak Financial Management Inc | Wellesley | $534.4M | — |
| Argonautica Private Wealth Management, Inc | Wellesley | $532.9M | — |
| Pension & Wealth Management Advisors, Inc. | Waltham | $529.8M | — |
| Bostonpremier Wealth, LLC | Hingham | $525.2M | — |
| Fort Point Capital, LLC | Boston | $522.6M | 5 |
| Florek Financial, LLC | Duxbury | $511M | — |
| Carl P. Sherr & Co., LLC | Worcester | $505.4M | — |
| Hastings Equity Partners, LLC | Boston | $498.5M | 6 |
| Tyler Street Capital | Plymouth | $491.5M | — |
| Wph GP, LLC | Boston | $488.8M | 13 |
| Great Oak Capital Partners, LLC | South Easton | $477.9M | — |
| Arborstone Financial, LLC | Andover | $476M | — |
| Wealth Effects LLC | Boston | $472M | — |
| Main Capital Partners North America LLC | Boston | $471.6M | — |
| Alliance Private Wealth, LLC | North Reading | $466.2M | — |
| Palladin Consumer Retail Partners, LLC | Boston | $457.3M | 16 |
| Square Circle Ia LP | Boston | $448.9M | 2 |
| Cadence Wealth Management LLC | Westborough | $448M | — |
| Flagship Private Wealth, LLC | Woburn | $447.2M | — |
| Beaton Management Co Inc | Haverhill | $445.7M | — |
| East Bridge Capital Management LP | Boston | $442.3M | 2 |
| Artemis Capital Partners Management Co., LLC | Boston | $441.5M | 3 |
| Cohere Capital Partners, LP | Boston | $440.6M | 2 |
| Barca Capital, LLC | West Newton | $439M | 1 |